With over 36 years of experience in the financial services industry, I am responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, endowments and foundations.
I work closely with clients and their advisors to develop financial strategies that help clients meet their current needs and plan for their long-term objectives.
My Experience
Prior to joining Fiduciary Trust International, I served as Fiduciary Managing Director, Tri-State Region and Senior Wealth Advisor for Wilmington Trust. I also served as Vice President, Senior Client Relationship Officer, and as Senior Estate Settlement Officer, for U.S. Trust/Bank of America Private Wealth Management, serving the firm’s high-net-worth and ultra-high-net-worth clientele.
Previously, I was with Mutual of America as Vice President, Individual Financial Planning, where I created customized financial plans for the firm’s high-net-worth clients and hosted seminars throughout the country on the fundamentals of retirement, investments, and estate planning. Additionally, I am a member of the Financial Planning Association (FPA).
Education
- St. Thomas Aquinas College, BS Finance
Financial Credentials
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Certified Financial Planner (CFP)
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Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA)
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Life & Health Insurance (NY, NJ, DE)
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NJ Real Estate